I am also a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency, 4365 Executive Drive, Suite 800, San Diego, CA 92121, 858-623-4759. In this regard, this communication is strictly intended for individuals residing in the states of CA. No offers may be made or accepted from any resident outside the specific states referenced.

Additionally, I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of CA, OR, and TX. No insurance business may be conducted outside of the states referenced. CA Insurance License # 0I86211

Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.